)
Visual
test
Vulcan Energy Resources
Vulcan Energy Resources (VUL) investor relations material
Vulcan Energy Resources Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary1 Feb, 2026
Executive summary
Construction of the integrated lithium and renewable energy project, Phase One Lionheart, is underway with full financing secured and first production targeted for 2028, aiming to supply the European EV and battery markets with sustainable, low-cost lithium hydroxide.
The project leverages proprietary VULSORB® A-DLE extraction technology and in-house drilling capabilities, supporting a scalable, phased growth strategy across the Upper Rhine Valley.
Strategic partnerships and offtake agreements, including a major deal with Glencore for 36,000–44,000 tonnes of LHM over eight years, underpin long-term revenue and market positioning.
All major construction permits have been received, execution has begun with key supply and EPCM contracts, and no lost-time injuries have been recorded, reflecting a strong focus on health, safety, and ESG.
The project is positioned as a critical raw materials supplier for Europe, supporting decarbonization and rated “Dark Green” by S&P Global for sustainability.
Financial highlights
€2.2bn in project financing secured, including €1.3bn in debt facilities, €1.4bn from public-backed funding, and €545m raised from institutional and retail capital.
HOCHTIEF invested €169m, with €39m in the project entity and €130m in shares.
Phase One Lionheart: €1,838m pre-tax NPV8, €1,152m post-tax NPV, €1,476m CAPEX, and €566m average annual revenue at a 75% EBITDA margin.
C1 production costs estimated at €3,588/t LHM, placing the project in the lowest cost quartile globally.
Development expenditure for the quarter was €14.9m, mainly for drilling, preparatory works, and substation construction.
Outlook and guidance
First commercial lithium hydroxide production is targeted for 2028, with a 30-year project life and potential for rapid expansion through additional phases.
Focus for 2026 is on delivering execution milestones and capital efficiency improvements.
Future phases are planned to replicate the Phase One model, targeting lower CAPEX and OPEX, and leveraging partnerships for heat offtake.
Ongoing feasibility studies and progress updates for shareholders are planned.
Future phases funding strategy
LSC-1b flow test impact on FDP
Glencore offtake strategic rationale
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 5 FebCRNO
Advancing HDAC inhibitors for rare cardiopulmonary diseases, targeting major market and partnership milestones. - 5 Feb035760
Operating profit doubled YOY in Q4 2025, led by digital and global content growth. - 5 Feb033780
Record revenue, profit, and shareholder returns driven by global expansion and real estate growth. - 5 FebCMS
2025 adjusted EPS up 8%+ to $3.61, beating guidance, with a $24B capital plan and higher 2026 outlook. - 5 FebBTU
Q4 net income fell, but Centurion ramp-up and U.S. demand support future growth. - 5 FebFGA
Record Q3 revenue and strong backlog support positive outlook despite operational risks. - 5 FebDIS
Strong market, young fleet, and disciplined growth support high returns and positive 2026 outlook. - 5 FebHP
EBITDA beat expectations, margins held, and $260M debt repaid despite a $97M net loss. - 5 FebAPOLLOTYRE
Record revenue, profit growth, expansion plans, and improved financials mark Q3 FY26. - 5 FebKRNY
Q2 2026 net income was $9.4M, with margin expansion, strong capital, and improved asset quality.
Next Vulcan Energy Resources earnings date
H2 202529 Mar, 2026
Vulcan Energy Resources
Next Vulcan Energy Resources earnings date
H2 202529 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Vulcan Energy Resources Limited is an Australian mineral exploration and development company focused on producing lithium with net-zero carbon emissions. The company’s primary project, located in Germany’s Upper Rhine Valley, involves extracting lithium from geothermal brine, a process designed to minimize environmental impact by combining lithium extraction with renewable geothermal energy generation. Vulcan's lithium production is intended for use in electric vehicle batteries, aligning with the growing demand for sustainable energy storage solutions in Europe and beyond. The company emphasizes a zero-carbon approach to meet the needs of a low-emission future. The company is headquartered in Perth, Australia, and its shares are listed on the ASX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage